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NBFAX vs RNPHX
NBFAX vs RNPHX Comparison
Open Charts NBFAX vs RNPHX
Neuberger Berman Focus Adv
Price$34.62
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets797.12M
American Funds New Perspective R5E
Price$70.99
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets159.03B
NBFAX vs RNPHX Comparison Chart in %
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NBFAX vs. RNPHX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NBFAX is a Hold and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. NBFAX (797M). RNPHX pays higher dividends than NBFAX: RNPHX (0.66) vs NBFAX (0.00). NBFAX was incepted earlier than RNPHX: NBFAX (29 years) vs RNPHX (10 years). NBFAX (1.35) is less costly to investors than RNPHX (0.56). NBFAX is a more actively managed with annual turnover of: 38.00 vs. RNPHX (24.00). NBFAX has a lower initial minimum investment than RNPHX: NBFAX (0) vs RNPHX (250). NBFAX annual gain was more profitable for investors over the last year : 20.59 vs. RNPHX (13.68). RNPHX return over 5 years is better than : 37.32 vs. NBFAX (24.01).
| NBFAX | RNPHX | NBFAX / RNPHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 1.35 | 0.56 | 241% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 15.400 | 15.544 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 159B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 20.59 | 13.68 | 150% |
| Returns for 3 years | 57.69 | 38.22 | 151% |
| Returns for 5 years | 24.01 | 37.32 | 64% |
| Returns for 10 years | -30.69 | N/A | - |
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